How to amend or delete a sub-contract agreement

Overview

If you've set up a sub-contract agreement with the wrong cost code and it's already been approved, you can correct it by uncommitting the agreement, deleting the incorrect line item, and adding a new one with the right code.

• Check that the auto-uncommit parameter is enabled
• Reject the agreement to uncommit it
• Delete the incorrect line item and add a corrected one
• Re-approve the agreement

Step 1 – Check the auto-uncommit parameter

Verify that Position 14 of the SCAPP parameter is enabled in your system.

1. Go to System Admin > Define Company > Maintain Parameter

2. Search for parameter SCAPP

3. Check Position 14: "Automatically uncommit SC agreement when unapproved (if no claims)"

This must be enabled for the amendment process to work. If it's disabled, ask your system administrator to enable it.

Step 2 – Reject the SC agreement to uncommit it

Once approved, costs are committed. Rejecting the agreement removes the commitment so you can amend it.

1. Go to System Admin > Projects > Procurement Approval > Approve SC Agreement

2. Set the filters:

• Uncheck "Only items waiting approval by User"
• Check "Approved" (to show approved agreements)

3. Find your SC agreement in the list

4. Right-click on it and select Reject

The agreement status changes to unapproved and costs are automatically uncommitted (if Position 14 is enabled).

Step 3 – Delete the incorrect line item

Remove the line item with the wrong cost code.

1. Go to System Admin > Projects > Subcontract > Maintain SC Agreement

2. Find and select your SC agreement

3. Right-click on the line item with the incorrect cost code

4. Select Delete

The line item is removed from the agreement.

Step 4 – Add the corrected line item

Add a new line item with the correct cost code.

1. Still in Maintain SC Agreement, select your agreement (if not already selected)

2. Go to Actions > Add Item

3. Enter the line item details, making sure to use the correct cost code

4. Save your changes

The new line item now appears in the agreement with the updated cost code.

Step 5 – Re-approve the amended agreement

Send the amended agreement back through the approval workflow.

1. Go to System Admin > Projects > Subcontract > Maintain SC Agreement

2. Select your amended SC agreement

3. Click the Approval icon to submit for approval

The agreement enters the approval workflow. Once approved, costs are recommitted with the correct cost code.

Verify it worked

After approval, check that:

• The incorrect line item is no longer in the agreement
• The new line item with the correct cost code appears
• The cost commitment reflects the correct code

Common issues